See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,878 | $57,739-3.2% | $112,229-50.2% | $74,419-24.9% |
| Participation rate | 23.4% | 55.6%-32.2pp | 72.4%-49.0pp | 70.7%-47.3pp |
| Annual return | 12.56% | 19.52%-7.0pp | 30.20%-17.6pp | 34.38%-21.8pp |
| Employer contribution / active EE | $444 | $1,675-73.5% | $3,430-87.0% | $2,637-83.2% |
| Participant deferral / active EE | $815 | $2,891-71.8% | $4,798-83.0% | $4,528-82.0% |
| Admin fee / account holder | $6,995 | $462+1413.2% | $7,748-9.7% | $348+1910.8% |